LPP

Life Planning Partners Portfolio holdings

AUM $137M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.55M
3
+$7.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.64M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.49%
2 Industrials 1.19%
3 Consumer Discretionary 1.03%
4 Technology 0.61%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$114K 0.11%
+2,407
77
$113K 0.11%
+768
78
$111K 0.11%
+2,172
79
$107K 0.11%
+4,901
80
$106K 0.1%
+1,986
81
$93.5K 0.09%
+2,216
82
$93.3K 0.09%
+1,465
83
$90.8K 0.09%
+916
84
$86.6K 0.09%
+1,469
85
$79.5K 0.08%
+1,026
86
$79.4K 0.08%
+697
87
$75.3K 0.07%
+254
88
$73.7K 0.07%
+388
89
$72.5K 0.07%
+417
90
$71.3K 0.07%
+274
91
$70.7K 0.07%
+982
92
$66.8K 0.07%
+1,100
93
$66.7K 0.07%
+3,549
94
$66.5K 0.07%
+286
95
$64.3K 0.06%
+720
96
$62.3K 0.06%
+370
97
$61.1K 0.06%
+2,466
98
$58.4K 0.06%
+3,158
99
$58K 0.06%
+414
100
$54.2K 0.05%
+386
2 3
4
5 6